Unclaimed
Michael McCormick is a financial advisor with Householder Group Estate & Retirement Specialists. Michael has been in the financial services industry since 1999. Michael specializes in retirement planning, portfolio management, and educational seminars. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Michael is a dedicated financial advisor who is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Portion of third party manager fees
1
2
NV
05/21/2020 - Present
Householder Group Estate & Retirement Specialists (Mesquite NV)
UT
07/27/2009 - 11/06/2013
SECURITIES SERVICE NETWORK, INC. (KANAB UT)
CA
10/31/2005 - 07/29/2009
SAGEPOINT FINANCIAL, INC. (FULLERTON CA)
AZ
08/07/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
08/23/1999 - 08/05/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/23/1999 - 08/05/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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